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How do i download my banking info to my quickbooks?

 
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How do i download my banking info to my quickbooks?

It's a delight to see your post here in the Community, andersonandsonsf.

 

Transactions from your bank will be downloaded once you connect it with QuickBooks. Let me show you how to do this below:

 

  1. Go to the Gear icon.
  2. Select Bank accounts.
  3. In the search box, enter the name or URL of your bank. Then select Continue. If you've already connected an account before, select Connect another.
    QBSE connect bank.PNG
  4. Enter the sign-in info you use for your bank's website.
    QBSE connect bank.PNG2.PNG
  5. When you’re ready, select Connect securely.

Learn more about connecting your bank to QuickBooks Self-Employed through this article: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

If you have older transactions that needs to be downloaded, you can export then from your bank and import them into QuickBooks.

 

  1. Get the date range.
  2. Export the transactions from your bank.
  3. Import the transactions.
  4. Review what you imported.

For the details of each steps mentioned above, you can refer to this article about adding older transactions to QuickBooks Self-Employed.

 

Get back to me if you have other questions. Wish you all the best!

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